AI / Einstein

#SalesforceSummer22 – Emails with Objections Flagged by Einstein

#1MinuteTip #SalesforceSummer22 Einstein Email Insights can now flag objects made in the email. Help sales reps stay on top of critical emails that mention concerns that are stopping an engagement from moving forward. Insights make it easier to send the perfect response at the perfect time.

Salesforce can now flag emails with objections
Image Source: Salesforce Summer ’22 Release Overview Deck

References & Useful URLs

#SalesforceSummer22 – Natural Language Search for Knowledge Articles

#1MinuteTip #SalesforceSummer22 Natural language search (NLS) makes article management effortless. NLS navigates your Salesforce Knowledge base and identifies your most common article scenarios.

NLS recognizes what you’re searching for as you filter articles by publication, status, creation date, or author. Specify what you’re looking for in the search bar, and NLS returns a relevant list of articles that match your criteria.

Salesforce Natural Language Search for Knowledge Articles

References & Useful URLs

#SalesforceSummer22 – Einstein Activity Capture & Sensitive Information

#1MinuteTip #SalesforceSummer22 Einstein Activity Capture attempts to identify emails with sensitive information and automated responses before they’re added to the timeline, and it sets sharing to Don’t Share.

New text makes the reasoning for not sharing the email clearer, and it informs users that they can share the email if they choose.

Einstein Activity Capture & Sensitive Information

References & Useful URLs

#SalesforceSummer22 – Manage Email Associations for Einstein Activity Capture

#1MinuteTip #SalesforceSummer22 Emails that Einstein Activity Capture users send and receive are captured and automatically added to the activity timeline of related account, contact, lead, opportunity, contract, and quote records.

Now you can override these automatic associations in the activity timeline. You can remove some or all the associations between an email and related records or add new associations.

For example, Einstein Activity Capture adds an email to the activity timeline of an opportunity record. But you determine that the opportunity doesn’t have much to do with that email, so you remove the association to it. You can search for and add an association to a more relevant opportunity.

Email Associations for Einstein Activity Capture

References & Useful URLs

Scroll to Top